Recent Press
Our consistently out-performing portfolio gains significant industry attention. Below is a collection of our mentions organized by year.
2013 Mentions
Stephen Goddard Interviewed by Value Investor Insight
Value Investor Insight, February 28, 2013
An interview with Stephen Goddard by Value Investor Insight.
The London Company Announces New Portfolio Manager
The London Company, February 21, 2013
The London Company is pleased to announce the recent hiring of Jeff Markunas.
Stephen Goddard Interviewed by Wallace Forbes
Forbes, February 1, 2013
An interview with Stephen Goddard by Wallace Forbes.
Barrons Lists the Touchstone Small Cap Fund (TSFIX) Sub-Advised by The London Company, in their Highest Active Shares Section
Barrons, January 12, 2013
Barrons lists the Touchstone Small Cap Fund (TSFIX) sub-advised by The London Company, in their Highest Active Shares section.
2012 Mentions
The London Company Announces New Hires For Administration / Operations & Trading
The London Company, October 29, 2012
The London Company is pleased to announce the recent hiring of two new employees, John Lombardo and Madison Carl.
The London Company Recognized by Lipper
The London Company, August 30, 2012
The London Company is pleased to be recognized as one of the top performing managers by Lipper.
The London Company Recognized by Pensions & Investments
The London Company, August 30, 2012
The London Company is pleased to be recognized as top performing small cap blend manager by Pensions & Investments for the 1 year period ending June 30, 2012.
The London Company Announces Recent Developments
The London Company, May 16, 2012
The London Company is pleased to update you on a number of positive developments.
The London Company Recognized by Pensions & Investments
The London Company, May 14, 2012
The London Company is pleased to be recognized as one of the top 10 performing separate account managers by Pensions & Investments for the 1 and 5 year periods ending March 31, 2012.
The London Company Announces New Equity Trader
The London Company, April 24, 2012
The London Company is pleased to announce the recent hiring of Douglas Swartz, Equity Trader.
The London Company Announces New Portfolio Manager
The London Company, February 27, 2012
The London Company is pleased to announce the recent hiring of Thomas Megson. Mr. Megson is a portfolio manager and a member of the firm’s Investment Committee.
Lipper recognizes The London Company
Lipper, February 24, 2012
The London Company is pleased to be recognized as one of the top performing managers by Lipper.
FBR Balanced Fund Recognition
The London Company, January 30, 2012
In the Annual Best-Funds feature in the February issue of SmartMoney magazine, the FBR Balanced Fund (AFSAX), a fund co-managed by The London Company, appears ranked among the 25 best-performing "alternative" funds for the past five years.
The London Company Staff Promotions and Additions
The London Company, January 5, 2012
The London Company has enjoyed exceptional growth and performance this prior year with assets under advisement reaching over $4 billion. Lipper recently recognized TLC as a top performing manager for our Small Cap Core Value, Large Cap Core, Income/Equity, and Small Mid Cap strategies. With our growth, we have added talented staff and made several promotions to reward the exceptional efforts and hard work of key employees.
2011 Mentions
The London Company Recognized by Lipper
The London Company, December 14, 2011
The London Company is recognized as one of the top performing managers by Lipper.
Wall Street Journal "Category Kings"
The London Company, November 17, 2011
The Touchstone Small Cap Core Fund, a fund which The London Company sub-advises, was recently recognized as a leader in the Small Cap Core funds category and nominated by The Wall Street Journal's Quarterly Mutual Fund Review as a "Category King".
The London Company Adds Mark DeVaul, CFA, CPA As Portfolio Manager
The London Company, July 12, 2011
The London Company announced today that Mark DeVaul, CFA, CPA has been named Portfolio Manager. Mr. DeVaul will serve on the investment team.
The London Company Adds Timothy C. McCoy, Jr. As Director Of Institutional Sales & Marketing
The London Company, May 13, 2011
The London Company is pleased to announce that Timothy C. McCoy, Jr. has been named as Director of Institutional Sales & Marketing. He will be responsible for Business Development, Consultant Relations, and Client Service.
The London Company Accounces New Hires For Adminstration & Operations
The London Company, May 13, 2011
The London Company is pleased to announce the recent hiring of two new employees, Kelly Young and Molly Hood.
The London Company Selected One of the 2011 SMA Managers of the Year
AdvisorOne, April 1, 2011
The London Company won the Small-Cap Equity Award from AdvisorOne.
The London Company's ADV Part 2 Form Is Now Available
The London Company, March 31, 2011
The new ADV Part 2 form provides information about the qualifications and business practices of LONDON CO. OF VIRGINIA. It is a new document prepared according to the SEC's new requirements and rules.
The London Company Announces New Hires For Operations
The London Company, March 7, 2011
The London Company is pleased to announce the recent hiring of two new employees in our Operations Department.
CNBC Interviews Jon Moody
CNBC, February 2, 2011
Weighing in on what's driving the markets, with Jonathan Moody, The London Company and David Pearl, Epoch Investment Partners.
The London Company Adds Carolyn Maloney As Chief Compliance Officer
The London Company, January 18, 2011
The London Company is pleased to announce the recent hiring of Carolyn Maloney as Chief Compliance Officer. Ms. Maloney replaces Louise Bald who left the firm in December, 2010, to focus on family. Ms. Maloney is responsible for planning and implementing compliance programs, policies and procedures. Her focus will be ensuring compliance with all applicable regulatory rules and regulations.
2010 Mentions
The London Company: "One of Top SMA/CIT managers for US blend equity"
InvestmentNews, December 6, 2010
Investment News reported The London Company as "One of Top SMA/CIT managers for US blend equity" with its small cap core product five year returns in its December 6, 2010 special report issue.
The London Company's Large Cap Core and Small Cap Core Funds Named Top Guns
PSN, November 19, 2010
The London Company's Large Cap Core and Small Cap Core funds were named Top Guns for the period ending September 30, 2010.
Stephen Goddard Quoted in Standard & Poor's Market Insight
Standard & Poor's, November 12, 2010
Stephen Goddard was quoted in Standard & Poor's Market Insight.
Across the Street
Louis Rukeyser's Wall Street, November 2010
Stephen Goddard discusses the economic outlook, recommended strategies, and stocks to buy now.
The London Company Adds J. Brian Campbell, CFA as Portfolio Manager
The London Company, September 10, 2010
The London Company announced today that J. Brian Campbell, CFA, has been named Portfolio Manager. Mr. Campbell will serve on the investment team.
The London Company's Small Cap Core Fund Named a Top Gun
PSN, September 1, 2010
The London Company's Small Cap Core fund was named a Top Gun for the period ending June 30, 2010.
Real Estate Stocks Trade at Bargain Prices
TheStreet.com, May 25, 2010
Stephen Goddard participates in TheStreet's Fund Manager Five Spot, where America's top mutual fund managers give their best stock picks and views on the market in a five-question format.
Q&A With The Management Teams Of The FBR Balanced Fund
FBR Mutual Funds, April 2010
An interview with The London Company’s Stephen Goddard, CFA and Jonathan Moody on their current equity market outlook and recent portfolio changes in the equity sleeve of the Fund.
The London Company Named a "Top Guns" Investment Manager of the Decade for the Large Cap Core Product
The London Company, February 22, 2010
For more information on this honor, please click here to view the announcement.
Investors Thrive During The Lost Decade
AFBA, January 26, 2010
"Over the last ten years, the S&P 500 Index has lost nearly -1.0% annually as of December 31, 2009. On a cumulative basis, S&P 500 investors saw their account balance fall over -9%.
However, that was not the case for AFBA 5Star Balanced Fund shareholders. Over the same period, the Fund produced an average annual return of +5.7%, or in cumulative terms, gained over +70% for the period."
2009 Mentions
13 Funds on Marathon Winning Streaks
SmartMoney, March 27, 2009
The AFBA 5 Star Balanced fund, which The London Company manages as an equity advisor, was one of only 13 funds to outperform the market every year since 2002.
2008 Mentions
Seeking balance sheet gold
Investment News, September 1, 2008
"The current uncertainty surrounding the equity markets and the overall economy, tied largely to the troubled banking industry, is playing right into the hands of Stephen Goddard, co-portfolio manager of the $80 million AFBA 5 Star Balanced Fund (AFSAX)."
Dividends Are Sexy Again
CNBC, July 21, 2008
Stephen Goddard, portfolio manager of the AFBA Five-Star Balanced Fund, shares his best dividend plays (Video).
Star Fund Managers Can't Agree on Market
TheStreet.com, April 21, 2008
Stephen Goddard is one of eight fund managers, all of whom lead funds defined by mutual fund rating service Lipper as "Lipper Leaders", who met in midtown Manhattan to share their thoughts on investments.
IBM Gains After Palmisano's Forecast Defies Slowdown
Bloomberg, April 17, 2008
Stephen Goddard is quoted regarding IBM's 2008 profit projection in his capacity as the portfolio manager for the AFBA 5Star Balanced Fund.
Follow the Money
CNBC, April 15, 2008
Picking stocks, with Stephen Goddard, AFBA Five Star Fund and CNBCs Margaret Brennan (Video).
AFBA 5Star Balanced Fund
Lipper Fund Award, 2008
The Lipper Fund Awards Program highlights funds that have excelled in delivering consistently strong risk-adjusted performance relative to its peer group. Lipper Fund Awards are given annually to the top-ranking mutual funds in 21 countries in Asia, Europe, and the United States and are among the best performance-rated funds of the 130,000 funds Lipper tracks globally.
2005 Mentions
World's Best Money Managers
Nelson Marketplace, November 14, 2005
The London Company was ranked #6 in the "U.S. Large-cap Growth & Value Equity" category.
Scoring with a Few Good Stocks
BusinessWeek, March 29, 2005
Companies with low volatility and high predictability are what London Co.'s Stephen Goddard focuses on for his New Market Fund.
2004 Mentions
New Market Fund Quarterly Review
New Market Fund, December 31, 2004
The 2004 fourth quarter review for the New Market Fund.
The Decade of the Dividend?
BusinessWeek, December 28, 2004
From BusinessWeek's "Investing Q&A" section, featuring an interview of Stephen Goddard by Jack Dierdorff.
Meaningful positions: New Market manager likes Berkshire, Altria, Tejon Ranch
CBS MarketWatch, November 26, 2004
"Stephen Goddard's investment strategy flies in the face of that conventional market wisdom. As lead manager of The New Market Fund (AVMIX), Goddard concentrates his bets, with the fund's top 10 investments usually accounting for close to half the portfolio."
Payout Power
Barron's, November 22, 2004
"Though some would consider it unduly prosaic, Stephen Goddard, founder and managing director of The London Co., a Richmond, Va. money manager, is arguing that the recent spate of payouts - from Microsoft's $3 a share dividend to dividend increases by the likes of Bank of America and McDonald's - highlights a key point: The prodigious pile of cash upon which some companies are sitting will increasingly find its way into the pockets of investors, rather than corporate managers."
Money Manager Interview: Stephen M. Goddard
The Wall Street Transcript, May 10, 2004
An interview with Stephen Goddard by The Wall Street Transcript.
Dining At The "Buffett" Table
Standard and Poor's Investor Insight, March 9, 2004
"Stephen Goddard is a great admirer of investment guru Warren Buffett. In fact, he is so enamored that Goddard's mutual fund, the $6-million World Funds: New Market Fund (AVMIX), has a 23% stake in Buffett's Berkshire Hathaway B (BRK.B)."
2003 Mentions
Q&A Interview
Conservation Concentration, July 1, 2003
An interview with Stephen Goddard by Conservation Concentration.
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